See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,148 | $86,929-6.7% | $102,423-20.8% | $80,856+0.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.87% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,009 | $2,369-15.2% | $3,023-33.6% | $2,755-27.1% |
| Participant deferral / active EE | $6,557 | $4,118+59.2% | $5,053+29.8% | $4,296+52.6% |
| Admin fee / account holder | $1,769 | $8,049-78.0% | $9,451-81.3% | $6,918-74.4% |